See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,137 | $138,065+133.3% | $123,544+160.7% | $135,375+138.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.39% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,980 | $5,151-42.2% | $4,628-35.6% | $4,779-37.6% |
| Participant deferral / active EE | $10,030 | $6,799+47.5% | $6,426+56.1% | $5,609+78.8% |
| Admin fee / account holder | $101,243 | $10,916+827.5% | $9,284+990.5% | $10,827+835.1% |